FN2 Earnings Intelligence
Blackstone Inc. earnings overview
Latest Blackstone Inc. (BX) earnings intelligence, including the newest scorecard, market reaction, and transcript analysis.
Blackstone Inc.
Blackstone's Q2 2026 results extend the firm's AI-inflected growth story: distributable earnings rose 26% year over year to $2 billion, AUM reached a record $1.35 trillion, and quarterly inflows approached $70 billion. AI-related investments -- particularly data centers, power infrastructure, and frontier AI companies -- drove fee-related earnings and net realizations, with AI holdings accounting for 9 of the 10 largest mark-ups in the quarter. The BX DC REIT ($2 billion, the largest blind-pool REIT IPO in history) and a $35 billion financing platform for Broadcom's AI compute underscore the scale of Blackstone's AI bet. Management maintained guidance and expressed confidence in double-digit management-fee growth and continued fundraising momentum into 2027. The stock reacted positively, with a +2.6% abnormal move on the event session and +6.7% subsequent drift, though analyst…
Blackstone Inc.
Blackstone's Q1 2026 analysis supports a growth thesis centered on AI-related infrastructure, private credit, fundraising, and private-wealth expansion. The thesis is balanced by geopolitical, software-exposure, redemption, regulatory, and credit-cycle risks.
Blackstone Inc.
The supplied analysis supports a constructive but conditional view: record inflows, expanding fee-related earnings and accelerating deal activity provide evidence for continued growth, while credit, real-estate, regulatory and capital-markets risks temper the outlook.
Blackstone Inc.
The supplied analysis supports a constructive view of Blackstone’s operating trajectory: strong distributable and fee-related earnings, record AUM, sustained inflows and growth across private credit, wealth, infrastructure and data centers. The thesis is balanced by credit-cycle, competition, regulatory and real-estate risks.
Blackstone Inc.
The supplied analysis supports a constructive operating narrative for Blackstone: strong inflows, expanding private credit, private-wealth distribution and substantial dry powder provide growth support. The counterweight is execution and macro risk, especially deployment timing, tariff exposure, credit quality, realizations and fundraising.
Blackstone Inc.
The supplied Q3 analysis supports a constructive operating narrative: strong deployment, private-credit expansion, data-center demand, and fundraising provide growth support. The case is less complete because no formal guidance or reported-versus-consensus result was supplied, while expenses, realizations, and secondary performance remain risks.
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